Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.83B
2
+$2.75B
3
+$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$4.18M ﹤0.01%
+245,553
2452
$4.16M ﹤0.01%
+329,832
2453
$4.16M ﹤0.01%
+160,818
2454
$4.16M ﹤0.01%
+171,433
2455
$4.14M ﹤0.01%
+185,357
2456
$4.14M ﹤0.01%
+53,076
2457
$4.14M ﹤0.01%
+659,913
2458
$4.14M ﹤0.01%
+343,285
2459
$4.13M ﹤0.01%
+328,905
2460
$4.13M ﹤0.01%
+212,733
2461
$4.13M ﹤0.01%
+149,905
2462
$4.12M ﹤0.01%
+134,020
2463
$4.12M ﹤0.01%
+335,251
2464
$4.12M ﹤0.01%
+153,943
2465
$4.12M ﹤0.01%
+186,503
2466
$4.12M ﹤0.01%
+186,162
2467
$4.11M ﹤0.01%
+229,227
2468
$4.1M ﹤0.01%
+202,179
2469
$4.1M ﹤0.01%
+236,034
2470
$4.1M ﹤0.01%
+489,114
2471
$4.1M ﹤0.01%
+100,079
2472
$4.1M ﹤0.01%
+96,523
2473
$4.09M ﹤0.01%
+76,690
2474
$4.09M ﹤0.01%
+109,766
2475
$4.09M ﹤0.01%
+260,788
97 98
99
100 101